Firm
The Goodland Group
Goleta, California
Fee-only
The Goodland Group at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 110 individual clients, 77 of them high net worth.
- Its average account is about $204,000 (assets it manages divided by its 350 accounts).
- Its ongoing planning fee starts at $4,500 a year, below the California median of $6,000.
- Its hourly rate of $250 is below the California median of $300.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Goleta, California |
|---|---|
| Website | thegoodlandgroupadvisors.com |
| [email protected] | |
| Phone | (406) 660-8210 |
The Goodland Group fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,500 a year |
|---|---|
| One-time plan | From $2,200 |
| Hourly | $250 an hour |
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets · One-time plans or projects · Hourly |
In the firm's words
"upfront fee of $1,750 and monthly fee of $375/mo may be offered" source
"ranging in fee from $ 2,200-$7,500" source
"at $250/hour for actual hours of service" source
"First $2.5M: 0.75%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $71 million |
| Individual clients | 33 |
| High-net-worth clients | 77 |
| Accounts managed | 350 |
| Employees | 4 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | April 28, 2026 |
| SEC record | CRD 306567 |